DC

Darrow Company Portfolio holdings

AUM $215M
1-Year Est. Return 9.4%
This Quarter Est. Return
1 Year Est. Return
+9.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$5.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$540K
2
+$313K
3
+$224K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$95.5K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.56K

Top Sells

1
+$1.04M
2
+$629K
3
+$306K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$289K
5
BND icon
Vanguard Total Bond Market
BND
+$219K

Sector Composition

1 Energy 0.33%
2 Industrials 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.28%
2,025
+3
27
$262K 0.23%
5,000
-752
28
$242K 0.21%
10,245
29
$232K 0.2%
4,069
-262
1
2